Charlie Biederman

Vice President, Senior Investment Advisor at Fifth Third Private Bank

Role: Senior Investment Advisor, Vice President at Fifth Third Private Bank
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Charlie Biederman

Experienced professional with a demonstrated history of working in the financial services…

Experience

Senior Investment Advisor, Vice President
Fifth Third Private Bank
Apr 2023 — Present · Chicago, IL, US
Drive business growth through strategic AUM acquisition and management of a $550M+ book of business, serving 126 high-net-worth client-family relationships.Lead client retention and multi-generational wealth transfer strategies, strengthening long-term relationships through proactive engagement and proven investment results.Represent the firm at national and regional forums, expanding internal and external influence while articulating investment strategy and thought leadership.Champion innovation by implementing advanced investment strategies focused on diversification, tax efficiency, customization, and bespoke wealth solutions for an expanding client base.Consistently rank in the top 5 nationally among Private Bank Portfolio Managers, surpassing sales goals and delivering strong year-over-year performance.Mentor new team members and collaborate across business lines to support onboarding, promote best practices, and cultivate a high-performing, inclusive team culture.

Skills

Microsoft Office
Microsoft Excel
Powerpoint
Leadership
Statistics
Spss
Public Speaking
Access
Financial Analysis
Data Analysis
Financial Modeling
Economics
Microsoft Word
Research
Teamwork

Contact information

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Current company

Fifth Third Bank

Financial Services · 26K employees · Cincinnati, Ohio, United States

At Fifth Third Bank, everything we do is rooted in our purpose: to improve the lives of our customers and the well-being of our communities. Since our founding in 1858, we’ve been committed to creating a better financial experience by empowering our customers and clients to achieve what matters most. Our unified strength is grounded in the individual passion and diversity of more than 20,000 employees who work collaboratively to deliver a better tomorrow to everyone we serve. We offer a strong culture, opportunities for growth 401k match, wellness options, comprehensive insurance plans and additional resources you need to build a lasting and rewarding career path here. Headquartered in Cincinnati, Ohio, we are among the largest money managers in the Midwest. We operate four main businesses—Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management—and a network of financial centers in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Georgia, North Carolina and South Carolina. Consumers also have access to approximately 54,000 Fifth Third fee-free ATMs across the United States. Fifth Third Bancorp is a diversified financial services company and is the indirect parent company of Fifth Third Bank, National Association, a federally chartered institution. Explore Fifth Third career opportunities at: https://www.53.com/content/fifth-third/en/careers.html Fifth Third Bank, N.A., Member FDIC. Fifth Third Bank is proud to be an affirmative action/equal opportunity employer. M/F/D/V

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About Charlie Biederman

Experience

Senior Investment Advisor, Vice President

Skills

Find verified contacts for anyone on LinkedIn